TPA At-A-Crossroads Video Series

In February 2014 Transamerica Retirement Solutions partnered with TPA Resources, LLC and held a national contest for the TPA community. TPAs had an opportunity to submit a challenge they were experiencing in their firm and the prize was a pairing with a leading industry consultant who helped address and solve their “CROSSROAD.”

Watch Expanding Your Digital Footprint Using Social Media
Hear Richard Tatum describe Avintus’ social media challenge, and ShoeFitts Founder, Sheri Fitts’ insights on how to solve his TPA firm’s crossroad.


Download the "Expanding Your Digital Footprint Using Social Media" Case Study



Building Value In Your Firm For Transition
Hear Dan Harding of Retirement Administration, Inc. describe his challenges and Kristine Creighton’s (JOIE Consulting) thoughtful insights on establishing a succession plan.

Download the "Building Value In Your Firm For Transition" Case Study



Watch Embracing Strategic Planning to Overcome Growing Pains
Hear Miriam Matrangola and Barbara Leadem of Atlantic Pension Services describe their challenges, and Marc Emmer’s (Optimize, Inc.) insights on how to drive clarity around future success.

Download the "Strategic Planning for Future Growth" Case Study

 

 

 

 

 

 

 
This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.
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Privacy Do Not Sell My Personal Information Terms & Conditions Business Continuity Plan Summary
This material is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Customers seeking advice regarding their particular investment needs should contact a financial professional.
© Copyright 2019 Transamerica Retirement Solutions, LLC. All rights reserved.